This template provides personalized insights related to the performance of individual Co-ordinators in your CRM Operations Department. These automated insights include data-driven, language narratives based on resolution rate and average resolution time achieved by a Co-ordinator. The report focuses on key metrics that help the Customer Service Manager track the performance of the Co-ordinator to identify areas of improvement and take necessary measures to improve productivity.

Intended audience: This report is meant for the Customer Service Manager and Operations Head.

Focus metrics: Complaint Volume, Resolution Rate, Average Resolution Time, First Response Time, Backlogs, Average No. of Customer Interactions

When to use: This template is useful to periodically monitor the performance analysis of individual Co-ordinators in the CRM department based on their management efforts.

The template supports visual dashboards with relevant analytics written in natural-language summaries to provide data-driven insights for your team. 

To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.